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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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IntuitSheila
Level 8

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Hi cmi5,

 

Thanks for posting in the Community! You can change the bank details information shown on your invoice by going to the Payment details field of the Custom form style section. Here's how:

 

  1. Click on the Gear Icon.
  2. Click on Custom form styles.
  3. Locate on the Standard or your Master template, and click on Edit.
  4. Click on the Content tab, and click the the third box on the preview to the right.
  5. Locate Your payment details box, and can edit the bank information from here.
  6. Click Done.

 

Then, preview a dummy invoice to see the updated information. You can also check this article to learn more on how to Adding bank details to your invoices.

 

Drop a comment below if you need more help with QuickBooks Online. I'll be sure to get back to you right away. Have a nice day.